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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK4+ years Filed as: CITIZENS BUSINESS BANK Service code 19 · EIN 95-6806148 1010 E COLORADO BLVD · PASADENA, CA 91106 | Securities Custodian | $53,330 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,114-100.0% | $92,893-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 3.34% | 28.75%-25.4pp | 109.41%-106.1pp | 29.38%-26.0pp |
| Employer contribution / active EE | $7,022 | $2,571+173.2% | $3,653+92.2% | $2,177+222.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |